长江有色报告指出,近期地缘局势紧张,已对全球铝供应链造成实质性冲击。作为全球重要电解铝产能所在地,相关地区的重要铝企已宣布遭遇不可抗力,部分冶炼厂也启动了停产程序,叠加关键航运通道的风险,市场对供应中断的担忧急剧升温,成为本轮价格上涨最直接的催化剂。
“Current oil prices in the $90s are far from the worst-case scenario,” Yergin wrote. “But right now, the world is looking at the biggest disruption in oil production in history as well as a resounding shock to global gas markets. The key question for global energy markets now is the duration of this explosive war.”
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With financing cheaper and more households qualifying, buyer traffic is expected to strengthen into the key spring selling season. Kimberly Schmidt, a real estate agent at Compass Real Estate in San Diego, California, told CBS News this month that she is already seeing more buyer activity this year than last, especially from first-time buyers.,更多细节参见移动版官网
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